Thomas and Katherine’s children were grown with kids of their own and successful careers – changing the need of the policy. They were going to surrender their policy for the cash value and reallocate premiums into other areas of planning. Through a life settlement, they were able to uncover significantly more value and fund the retirement
of their dreams.
Could no longer afford premiums
Received a lump sum and reallocated premiums for today’s needs.
Business was sold, and the policy was no longer needed
Business owner was able to receive additional value above and beyond the sale of the company.
Client outlived all planning and premiums were due
The adult children no longer needed to fund the caregiving needs.
